Role Description:
Lead generation: Generate new customer leads through various Inbound & outbound calls and provide a healthy sale pipeline.
Customer Assessment: Evaluate the financial situation of customers, including their income, expenses and outstanding debts, to understand their eligibility for the debt relief program.
Debt Counseling: Provide guidance on the debt settlement process, including budgeting, savings plans, etc.
Program Enrollment: Assist customers in enrolling in the debt relief program, explaining program perks, requirements and next steps.
Documentation: Ensure all necessary documentation is collected, verified and accurately recorded in the customer management system.
Relationship management: Maintain regular contact with customers to monitor progress, address any concerns and encourage program adherence.
Lead Management: Utilize the company’s CRM system to update and manage customer interactions, ensuring timely follow-up and proper lead categorization.
Compliance:
Adhere to all regulatory and company guidelines while providing debt relief solutions, maintaining the highest standards of ethics and integrity.
Targets: Achieving the assigned monthly sales targets.
Collaboration: Work with other departments to provide feedback on customer needs and preferences, contributing to the evolution of current programs/ development of current programs.
Role requirement:
Educational Qualification & Experience:
Bachelor's degree in any field. PGDM/MBA- Sales & Marketing will be an added advantage.
Proven track record of success in B2C sales, preferably within the fintech or financial services industry.
Ability to thrive in a rapid-paced, dynamic environment and adapt to changing priorities. Functional Skills
Excellent communication and interpersonal skills in English and Hindi (additional languages are a plus), with the ability to build rapport and trust with diverse audiences.
Strong understanding of consumer behavior and finan